Alti Wealth Management (Us International), Inc.
- Regulatory AUM
- $691M
- Discretionary
- $112M
- Clients
- 37
- Avg AUM / client
- $18.7M
- Accounts
- 37
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 36 | $611M | 88.5% |
| Charitable organizations | 1 | $79.4M | 11.5% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Remy, Jose, Felix | Director, President | Jan 2015 (12y) | Less than 5% | |
| Ricardo Cayetano De La Serna | Director, Vp And Secretary | Jan 2015 (12y) | Less than 5% | |
| Grossman, Jamie, Ivan | Director | Jan 2023 (4y) | Less than 5% | |
| Lewis, Whitney, Fogle | General Counsel And Chief Compliance Officer | Oct 2023 (3y) | Less than 5% | |
| Corral, Stephanie, Reyna | Director | May 2024 (2y) | Less than 5% | |
| Jose Felix Remy | Registered representative | Nov 2025 (1y) | ||
| Daniel Raul Espinosa | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Alti Global Wealth Management Holdings Limited | Shareholder | Jan 2023 | A | 75% or more |
| Alti Wealth Management Holdings, Llc | Shareholder | Jan 2023 | B | ≈ 56.25% – 100% via Alti Global Wealth Management Holdings Limited |
| Alti Global Holdings, Llc | Member | Jan 2023 | B | ≈ 42.19% – 100% via Alti Wealth Management Holdings, Llc |
| Alti Global Topco Limited | Member | Jan 2023 | B | ≈ 31.64% – 100% via Alti Global Holdings, Llc |
| Alti Global Capital, Llc | Shareholder | Jan 2023 | B | ≈ 23.73% – 100% via Alti Global Topco Limited |
| Alti Global, Inc. | Member | Jan 2023 | B | ≈ 5.93% – 50% via Alti Global Capital, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Alti Wealth Management Holdings, Llc: 75% – 100% of Alti Global Wealth Management Holdings Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Alti Global Holdings, Llc: 75% – 100% of Alti Wealth Management Holdings, Llc × 75% – 100% of Alti Global Wealth Management Holdings Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Alti Global Topco Limited: 75% – 100% of Alti Global Holdings, Llc × 75% – 100% of Alti Wealth Management Holdings, Llc × 75% – 100% of Alti Global Wealth Management Holdings Limited × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Alti Global Capital, Llc: 75% – 100% of Alti Global Topco Limited × 75% – 100% of Alti Global Holdings, Llc × 75% – 100% of Alti Wealth Management Holdings, Llc × 75% – 100% of Alti Global Wealth Management Holdings Limited × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Alti Global, Inc.: 25% – 50% of Alti Global Capital, Llc × 75% – 100% of Alti Global Topco Limited × 75% – 100% of Alti Global Holdings, Llc × 75% – 100% of Alti Wealth Management Holdings, Llc × 75% – 100% of Alti Global Wealth Management Holdings Limited × 75% – 100% direct ≈ 5.93% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1.62 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- J.P. Morgan $111M (16% of AUM) Apr 2026
- Safra Bank $100M (11% of AUM) Jan 2023
- Morgan Stanley $80.6M (12% of AUM) Apr 2026
- Citigroup Global Markets Inc. $75.9M (11% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗